Latest Institutional Transactions on Ishares S&P Smallcap 600 Value (IJS)
This table provides information on the latest institutional transactions involving Ishares S&P Smallcap 600 Value (IJS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-220- 7.4% |
$21.2K - $24.7K
|
2.75K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
187+ 0.44% |
$18K - $21K
|
42.4K
$3.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.09K- 7.66% |
$298K - $347K
|
37.3K
$3.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-21- 0.31% |
$2.02K - $2.36K
|
6.76K
$595K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-298- 11.22% |
$28.7K - $33.4K
|
2.36K
$208K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
530+ 9.93% |
$51K - $59.5K
|
5.87K
$517K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.53K+ 24.02% |
$532K - $620K
|
28.5K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $112
|
3.59K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
33+ 0.43% |
$3.18K - $3.7K
|
7.72K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$5.97K - $6.96K
|
62
$5.46K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
143+ 1.74% |
$13.8K - $16K
|
8.36K
$736K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
192+ 1.08% |
$18.5K - $21.5K
|
18K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
58.7KNew |
$5.66M - $6.59M
|
58.7K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.82K- 18.3% |
$945K - $1.1M
|
43.8K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.36% |
$2.7K - $3.14K
|
7.83K
$689K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.33K- 36.32% |
$128K - $149K
|
2.33K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.74K+ 20.85% |
$167K - $195K
|
10.1K
$886K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.5K+ 3.03% |
$145K - $168K
|
51.1K
$4.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-734- 8.8% |
$70.7K - $82.4K
|
7.6K
$669K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$867 - $1.01K
|
3.24K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$96.3 - $112
|
296
$26.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31+ 2.53% |
$2.99K - $3.48K
|
1.26K
$110K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-930- 13.96% |
$89.6K - $104K
|
5.73K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-42- 2.29% |
$4.04K - $4.71K
|
1.8K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-488- 10.25% |
$47K - $54.8K
|
4.28K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$2.5K - $2.92K
|
26
$2.29K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.54K- 3.19% |
$244K - $285K
|
77K
$6.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
9K+ 13.68% |
$867K - $1.01M
|
74.8K
$6.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-862- 6.56% |
$83K - $96.7K
|
12.3K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.78K- 4.25% |
$268K - $312K
|
62.6K
$5.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-35- 0.42% |
$3.37K - $3.93K
|
8.22K
$724K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
369K+ 690.92% |
$35.5M - $41.4M
|
422K
$37.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
667+ 0.74% |
$64.2K - $74.9K
|
90.6K
$7.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-35- 0.53% |
$3.37K - $3.93K
|
6.55K
$576K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
231+ 5.45% |
$22.2K - $25.9K
|
4.47K
$393K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
413+ 47.91% |
$39.8K - $46.4K
|
1.28K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-126- 3.38% |
$12.1K - $14.1K
|
3.61K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-379- 51.99% |
$36.5K - $42.5K
|
350
$30.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-212- 4.78% |
$20.4K - $23.8K
|
4.22K
$372K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 1.09% |
$3.85K - $4.49K
|
3.63K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-12- 0.54% |
$1.16K - $1.35K
|
2.23K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-482- 14.6% |
$46.4K - $54.1K
|
2.82K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
3.69K+ 4.59% |
$355K - $414K
|
84K
$7.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-155- 5.49% |
$14.9K - $17.4K
|
2.67K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
146New |
$14.1K - $16.4K
|
146
$12.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.6KNew |
$4.29M - $5M
|
44.6K
$3.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
30+ 0.76% |
$2.89K - $3.37K
|
3.99K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.67K- 6.0% |
$161K - $188K
|
26.2K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.05K- 1.83% |
$101K - $118K
|
56.3K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.3K+ 4.73% |
$125K - $146K
|
28.7K
$2.53M
|